Enrique
Che
Sagepoint Financial, Inc
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About this Advisor
Enrique Che is a financial advisor working in Honolulu, Hawaii who has 1 year of relevant experience. Che is an advisor for Sagepoint Financial, Inc. Their career trajectory has included roles at Hawaiian Electric Company, Sagepoint Financial, Inc, Retirement and Inpac Wealth Solutions. Che holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Hawaii. Sagepoint Financial, Inc is a financial advisory firm based in Phoenix, AZ. The firm has offices in 770 locations and a total of 3,563 employees. It handles $17 billion in assets under management among its 86,848 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in investable assets. Sagepoint Financial, Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by Sagepoint Financial, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Enrique Che Work History
Enrique has been registered as a financial advisor for 1 years.*
Sagepoint Financial, Inc
Inpac Wealth Solutions
Retirement
Hawaiian Electric Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Enrique Che to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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